Scott R. Weber
Investment adviser representative at Wealthlynk, Inc.
14 yearsExperience
1 stateRegistered in
$112MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Wealthlynk, Inc.Aug 2023 to now
- TollminderJan 2015 to Aug 2023
- J.P. Morgan Securities LLCOct 2012 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealthlynk, Inc.
$112MAssets managed
178Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5056961
- Firm CRD
- 327527